+3,026.2%
KMX vs IBN
+1,491.4%
+1,534.8%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.5% | -1.8% | -3.6% |
| 7D | -0.7% | -2.2% | +1.5% | -0.1% |
| 30D | +4.1% | -2.3% | +6.4% | +4.7% |
| 3M | +27.5% | +15.9% | +11.7% | +22.7% |
| 6M | +43.6% | +5.6% | +38.0% | +41.5% |
| YTD | +56.8% | -0.1% | +56.8% | +56.6% |
| 1Y | -1.3% | -6.5% | +5.2% | +0.4% |
| 3Y | -25.4% | +29.3% | -54.7% | -30.6% |
| 5Y | -53.9% | +56.6% | -110.5% | -59.2% |
| 10Y | +0.7% | +314.4% | -313.7% | -33.8% |
| All | +3,026.2% | +1,491.4% | +1,534.8% | +1,034.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded IBN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling